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West Wealth Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

West Wealth Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.3M Buy
1,072,809
+66,221
+7% +$5.92M 14.94% 1
2026
Q2 		$88.5M Buy
1,006,588
+444,557
+79% +$37.9M 14.47% 1
2026
Q1 		$43M Buy
562,031
+238,147
+74% +$19M 8.5% 4
2025
Q4 		$26M Buy
323,884
+11,170
+4% +$888K 5.39% 6
2025
Q3 		$24.5M Sell
312,714
-18,133
-5% -$1.37M 5.52% 5
2025
Q2 		$24.6M Buy
330,847
+26,688
+9% +$1.79M 6.12% 5
2025
Q1 		$20.1M Sell
304,159
-90,035
-23% -$6.23M 5.93% 5
2024
Q4 		$27.2M Sell
394,194
-41,501
-10% -$2.88M 8.11% 3
2024
Q3 		$29.4M Sell
435,695
-61,893
-12% -$4.03M 9.53% 3
2024
Q2 		$31.8M Sell
497,588
-101,892
-17% -$6.27M 11.26% 2
2024
Q1 		$36.9M Sell
599,480
-815,229
-58% -$47.7M 13.67% 1
2023
Q4 		$79.1M Buy
1,414,709
+64,323
+5% +$3.37M 31.18% 1
2023
Q3 		$67.9M Buy
1,350,386
+277,190
+26% +$14.5M 29.62% 1
2023
Q2 		$55.9M Buy
1,073,196
+14,097
+1% +$696K 23.66% 1
2023
Q1 		$51M Buy
1,059,099
+6,771
+0.6% +$318K 23.61% 1
2022
Q4 		$47.3M Sell
1,052,328
-67,730
-6% -$3.06M 23.53% 1
2022
Q3 		$47M Sell
1,120,058
-1,347
-0.1% -$62.9K 23.85% 1
2022
Q2 		$49.7M Buy
1,121,405
+13,730
+1% +$662K 23.04% 1
2022
Q1 		$58.9M Buy
1,107,675
+334,514
+43% +$17.5M 23.38% 1
2021
Q4 		$43.2M Buy
+773,161
New +$41.7M 16.24% 2

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

West Wealth Group's SPYM Position: Q3 2026 in Review

West Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.6% in Q3 2026, buying an estimated $5.92M and bringing the position to 1,072,809 shares worth $96.3M. The position accounts for 14.94% of the portfolio, ranked #1.

West Wealth Group first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. 232 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • West Wealth Group held 1,072,809 shares of State Street SPDR Portfolio S&P 500 ETF worth $96.3M as of Q3 2026.
  • West Wealth Group bought 66,221 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $5.92M.
  • State Street SPDR Portfolio S&P 500 ETF made up 14.94% of West Wealth Group's portfolio in Q3 2026, its #1 holding.
  • West Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.